IFWM

Institute for Wealth Management Portfolio holdings

AUM $960M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.24%
17,622
102
$1.39M 0.23%
12,104
-189
103
$1.36M 0.23%
5,572
+2,369
104
$1.34M 0.23%
24,219
+895
105
$1.34M 0.23%
29,008
-1,654
106
$1.32M 0.22%
2,982
+56
107
$1.31M 0.22%
11,433
-13
108
$1.3M 0.22%
31,361
+45
109
$1.3M 0.22%
2,816
-96
110
$1.28M 0.22%
20,890
111
$1.27M 0.21%
5,150
+2
112
$1.26M 0.21%
3,577
-48
113
$1.22M 0.21%
13,971
-662
114
$1.22M 0.21%
42,395
-500
115
$1.22M 0.21%
7,813
-64
116
$1.2M 0.2%
2,481
-14
117
$1.2M 0.2%
19,326
+335
118
$1.19M 0.2%
8,308
-9
119
$1.19M 0.2%
5,747
-120
120
$1.18M 0.2%
32,103
+7
121
$1.17M 0.2%
+11,743
122
$1.14M 0.19%
3,823
+13
123
$1.13M 0.19%
4,044
-34
124
$1.11M 0.19%
9,149
125
$1.1M 0.19%
10,660
+5
3 4
5
6 7